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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1301
Venturi Wealth Management
Texas
$717K +$496K +3,782 +168%
BFG
1302
Beacon Financial Group
Texas
$716K -$1.57K -12 -0.2%
GIP
1303
Granite Investment Partners
California
$716K – – –
CT
1304
Coastline Trust
Rhode Island
$711K -$39.4K -300 -5%
RMA
1305
Roffman Miller Associates
Pennsylvania
$711K +$7.35K +56 +0.9%
NB
1306
Nicolet Bankshares
Wisconsin
$711K +$11K +84 +1%
TWA
1307
TCI Wealth Advisors
Arizona
$710K -$394 -3 -0.1%
MCM
1308
Manchester Capital Management
Vermont
$709K – – –
DAM
1309
Derbend Asset Management
Georgia
$705K +$787 +6 +0.1%
WC
1310
Weil Company
California
$705K +$36.9K +281 +5%
GCMG
1311
Gyroscope Capital Management Group
Florida
$704K -$22.4K -171 -3%
CWM
1312
Connecticut Wealth Management
Connecticut
$704K -$14.8K -113 -2%
MSCM
1313
McElhenny Sheffield Capital Management
Texas
$704K – – –
RWP
1314
RWA Wealth Partners
Massachusetts
$704K +$14K +107 +2%
SEEDPG
1315
S.E.E.D. Planning Group
New York
$703K -$5.77K -44 -0.7%
ACA
1316
Aptus Capital Advisors
Alabama
$701K +$305K +2,327 +65%
AIC
1317
Archer Investment Corporation
Indiana
$700K +$42.1K +321 +6%
MW
1318
Marcum Wealth
Ohio
$700K +$113K +864 +17%
BB
1319
Berkshire Bank
Massachusetts
$699K – – –
HI
1320
Hoey Investments
Pennsylvania
$699K +$116K +885 +18%
UCI
1321
Uncommon Cents Investing
Wisconsin
$698K – – –
GC
1322
Gratus Capital
Georgia
$698K +$15K +114 +2%
ACM
1323
AlphaCrest Capital Management
New York
$698K +$191K +1,452 +33%
OPPS
1324
Obsidian Personal Planning Solutions
Maryland
$697K – – –
IWA
1325
IVC Wealth Advisors
Pennsylvania
$697K +$23K +175 +3%
51 52
53
54 55